Workflow Automation Enhancements
- Multiple Customer Filter: You can now select multiple customers when creating or editing a workflow. This enhancement reduces the need to duplicate workflows when the same automation applies to several customers.
- New Open Credit Limit Filter: Monitor customer credit limits with the new Open Credit Limit filter. Trigger workflows when a customer reaches a specific dollar amount or percentage of their credit limit, so you can take action before issues arise.
Set Hold Alerts in Bulk
You can now quickly add Hold Alerts with a specified Hold Reason to multiple shipments at once using the Add Alerts bulk operation tool, which is available directly from the Company Loadboard and Shipment Search pages. This enhancement streamlines your workflow and saves time when actioning multiple shipments.
Automatic Updates to Carrier Rep and Commissions
When a carrier is removed or changed (manually or via automation), the Carrier Rep and any associated commission records will be automatically updated or cleared.
Commission Enhancements
Approve Commission
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Customized Columns: Personalize your view to see only the data you care about.
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New Commission Status Filter: Easily filter records based on their commission approval status.
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Supplementary Invoice Indicator: If a commission has related supplementary invoices (due to revisions), a clickable arrow will appear, letting you view the full history.
Learn More
Commission Search
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Customized Columns: Tailor your search results layout for faster analysis.
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Supplementary Invoice Indicator: Like in Approve Commission, an arrow icon helps you track any supplementary invoice activity tied to a commission record.
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Public API: New Endpoints Available
We’ve added several new endpoints to support more streamlined invoicing, billing, and commission workflows:
- Create Invoice
- Approve Bills
- Move Bill to Variance
- Approve Commission
- Move Commissions to Variance
We're continually improving our API documentation and expanding capabilities to help you build more powerful integrations.
Bill Date Supported in Approve Bills Import
You can now set a Bill Date when using the Approve Bills bulk importer. If left blank, the system will default to the Pickup Date. The Due Date will calculate automatically based on vendor Net Terms, or default to 30 days if none are set, streamlining bill approval in bulk.
Integration Updates
Our integration with Highway just got faster and smarter. We now support real-time updates for carrier onboarding and carrier alerts using Highway’s webhook technology.
To start syncing in real time, simply contact Highway to initiate the migration. It’s a quick process, and we’re here to support you every step of the way.